Purpose Statement

This article explains how to manage Address Status within the Pre-Plan module. Address Status allows users to control whether an occupancy is active or inactive for mapping, pre-planning, and general system availability.

Background Information

Address Status determines whether an occupancy is visible and usable throughout First Due. When an address is marked Inactive, it is removed from maps and no longer available for pre-planning or selection by users. This is commonly used for closed, demolished, duplicate, or no-longer-relevant occupancies.

By default, Pre-Plan Organizer searches display active occupancies only. Inactive occupancies remain in the system and can be viewed by adjusting search filters.

Common use cases include:

• Removing closed or demolished occupancies from maps

• Temporarily hiding locations from pre-planning workflows

• Maintaining historical records without deleting data

Prerequisites:

• Access to the Pre-Plan module

• Existing occupancy records

Required Permissions

To access and use the Pre-Plan Organizer, users must have the following permissions:

Required:

• Pre-Plan Organizer - Provides Read Only access to the Pre-Plans Organizer.

For Editing Capabilities:

• Pre-Plans Read--Allows User to access Pre-Plan Maps & Pre-Plan List as well as view Pre-Plans in a Read Only State
• Pre-Plans - Edit -Enables the User to edit, update or delete Pre-Plan information & occupancy Details via the Pre-Plan Map.
• Edit Pre-Plan Organizer - Allows for editing  of Pre-Plan Assignments, Due Dates, Cycles & offers the ability to print Occupancy Data.

Video

Step-by-Step Guide

1. Access the Pre-Plan Organizer

• Select the Main Menu> Pre-Planning> Pre-Plan Organizer

2. Change Address Status

• Locate the Address Status column

• Select the pencil (edit) icon

• Change the status to:

  • Active, or

  • Inactive

• Select Change to save

4. View Inactive Occupancies

• By default, the Pre-Plan Organizer displays active occupancies only

• Remove or adjust the Active filter in the search options

• Inactive occupancies will reappear in the results list

Best Practices

Do’s

• Use Inactive status for closed, demolished, or duplicate occupancies

• Review inactive addresses periodically

• Confirm address status before removing occupancies from operational use

Don’ts

• Do not delete occupancies when inactive status is sufficient

• Avoid inactivating addresses without confirming operational impact

Tips & Recommendations

• Maintain documentation on why an address was set to inactive

• Coordinate address status changes with mapping and pre-plan reviews

• Use filters to audit inactive occupancies during data cleanup

Troubleshooting & FAQs

Q: Why did an occupancy disappear from the map?
A: The address may have been set to Inactive.

Q: Can inactive occupancies be restored?
A: Yes. Change the Address Status back to Active.

Q: Why don’t I see inactive occupancies in my search results?
A: The default search filter shows active occupancies only. Remove the Active filter to view inactive records.